See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,782 | $127,065-68.7% | $113,168-64.8% | $142,382-72.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 26.41% | 24.03%+2.4pp | 24.27%+2.1pp | 217.08%-190.7pp |
| Employer contribution / active EE | $2,118 | $3,442-38.5% | $2,975-28.8% | $4,299-50.7% |
| Participant deferral / active EE | $2,817 | $5,716-50.7% | $5,107-44.8% | $6,507-56.7% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |